What We've Done Recently
- Sophisticated benefits outsourcing, including contracting, fiduciary issues and implementation.
- Retiree medical VEBAs, for both solvent and bankrupt employers.
- Fast and high quality merger & acquisition work, beating deadlines, assuring the best deals for our clients and avoiding post-closing disputes.
- Advised clients on special fiduciary issues, such as handling company stock in 401(k) plans.
- Updated nonqualified plans for 409A regulations and to streamline benefits.
- Implemented compensation policies for tax-exempt clients to meet IRS intermediate sanctions and other regulations.
- Utilized welfare plan assets to help with pension funding.
- Advised in specialized defined benefit plan funding issues, including LDI strategies and funding waivers.
- Processed pension plan terminations, including IRS, PBGC, and fiduciary investment issues.
- Handled pension funding issues in M&A and plant closings. Several PBGC and DOL personnel are on our cell phone speed-dial.
- Correction of operational errors in the safest and most streamlined ways possible.
- Best fiduciary configurations for pension, 401(k) and welfare plans. We've reduced litigation and fiduciary liability exposure.
- Best fee and investment arrangements for 401(k) and pension plans, including all service providers (trustees, investment managers, TPA's, etc.)